Q: about shareable forms feature - can i build a form that make a rest/webhook call when form is submitted?
because now i am thinking about integrations and see 2 ways if i want to share a form to my clients so they can fill the client and some service data and get PDF with quotation
a) create a google form that populates google sheet row that triggers documentaro doc generation AND other integrations (like add client info to my CRM, send me mail etc.)
b) create a documentero form - after submitting it will generate doc BUT will not automaticaly add data to my other systems (like CRM or Google Sheets) and i have to manually copy-paste this data to my systems
Jarek23197
May 14, 2024A: Hey @kpalik
Great you joined Documentero users! :)
You are right Documentero is not exposing triggers only actions for creating documents (at least for now). Apart from your ways that you pointed out of handling this you can also setup Documentero shared form the way that it sends document on specified email and whenever document is received as email you can do further actions in automation tools. This way you can use Documentero Forms & Documentero Document Generation and do further custom actions in your integration.
kpalikPLUS
Verified purchaser
ok i understand - but parsing html mail body is hard,
maybe you could (in future) add option to have a raw json in mail body (instead of html or inside section that could be easily found by regex), or option to send json as an attachment (alongside or instead of pdf/docx)?
or something like that :)
anyway - great service, i will put it on my blog today and then put a 5-taco review after that :)